Equity

Domestic Equity
Rocky Mountain Plan Shakes Up U.S. Equity Portfolio

The plan recently hired a domestic small- to mid-cap growth equity manager and terminated a domestic large-cap firm.

03.01.21
International / Global / Emerging Markets
West Coast Plan Makes Int’l Equity Hires

The plan added two managers to its equity portfolio after increasing the target last year.

02.26.21
International / Global / Emerging Markets
Northeast Plan To Issue EME RFP

The plan will seek a third manager to complement its two incumbent emerging markets equity managers.

02.25.21
Searches And Hires
Southern Plan Searching For Small-Cap Value Replacement

A plan in the South will conduct a search to replace a domestic small-cap value equity manager and may receive replacement options as soon as its next meeting in May.

02.24.21
Equity
Northeast Plan Begins Equity Structure Review; Mulling New Strategies

The plan received an initial presentation on potential changes and new strategies within its equity portfolio at a meeting today.

02.24.21
Consultant/OCIO/Discretionary
Midwest University Retains Investment Consultant

A university based in the Midwest retained its investment consultant for its assets at a meeting last week.

02.24.21
Infrastructure
Northeast Plan Discloses Commitments

The plan added an infrastructure commitment in January and funded several new investments in December.

02.22.21
International / Global / Emerging Markets
Southeast Plan Slates EME Finalist Interviews

The plan selected three finalists in its shortlist search for an emerging markets equity manager at a meeting this week.

02.19.21
Surveys/Studies
Endowments Must Explore Non-Core Positions To Meet Targeted Returns Amid Uncertain Market Environment: Study

Institutions should take a fresh look at financial and investment strategies to address challenges to their business models and maintain optimal asset allocations to meet a 7.5% historical return target, particularly in the face of a long-term era of muted returns, according to a recent study.

02.19.21
Asset Study/Review
Midwest University Considers Allocation Changes

A university based in the Midwest is considering changes to its asset allocation targets.

02.18.21